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Technology Stocks : How high will Microsoft fly? -- Ignore unavailable to you. Want to Upgrade?

To: John Carpenter who wrote (13501)	12/24/1998 3:31:00 PM
From: J. P.	Respond to of 74651

<<<Does MSFT have a viable internet strategy?>>> Please tell me your joking! Their Internet strategy is called Microsoft Explorer! And Win 2000 will probably look a lot like Microsoft Explorer, Win98 is already a weird morph of Win95 and Eplorer. I'm also a shareholder of AOL, but you paint a broad brushstroke when you say AOL is eating their lunch. Microsoft is a company that ostensibly makes a desktop operating system, and desktop applications. AOL is an ISP and content provider. I do not believe we are comparing apples with apples when we compare these two companies. I strongly recomend owning both, as I do!

To: John Carpenter who wrote (13501)	12/24/1998 5:45:00 PM
From: mozek	Read Replies (1) \| Respond to of 74651

John, That's a good question, and I think the answer is yes. It's pretty clear that looking at NT, IIS, Site Server, SQL Server, Internet Explorer, MSN, and online services, such as Expedia, MSNBC, etc. you can see the ingredients of an Internet strategy, but I would like to see a clearer, integrated and actionable message expressed to the industry. I think that starting next year, Microsoft's fully focused Internet strategy will become crystal clear. Thanks, Mike